Limbh
10-26 22:50

SpaceX and Anthropic in the Nasdaq-100: what it means for QQQM

Short answer: the premise is half right, and the half that is right has already happened. SpaceX is already listed and already inside QQQM. Anthropic has not listed yet — it has only filed confidentially and selected Nasdaq as its venue. So the "long-term" question is really two separate things: a mechanical index-weighting effect that is largely priced, and a structural concentration question that is still open.

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